fundamental stocks

The Art of Valuation: Episode I

Unveiling the Intrinsic Worth of AAPL

Dec 20, 2024 •

Braskem: Unlocking Value in a Petrochemical Powerhouse

A Compelling Turnaround Story (ref BAK $4.14)

Dec 17, 2024 •

Sable Offshore: A World-Class Asset with Proven Leadership

SOC (ref 20.66)

Dec 12, 2024 •

Valeura Energy (100% Upside)

VLE CN (ref price 5.19)

Nov 27, 2024 •

Calumet Inc (CLMT)

I will start with the 90 second pitch à la Bill Miller, the whole analysis can be found afterwards.

Nov 25, 2024 •

First the 90 seconds pitch à la Bill Miller followed by the long pitch.

Nov 12, 2024 •

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